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Reilly Financial Advisors’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Reilly Financial Advisors’s Portfolio SPEM Stock Details SPEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$102K Sell
2,458
-167
-6% -$7.14K 0.01% 286
2021
Q3 		$112K Sell
2,625
-80
-3% -$3.47K 0.01% 250
2021
Q2 		$123K Buy
2,705
+145
+6% +$6.49K 0.01% 248
2021
Q1 		$112K Sell
2,560
-221
-8% -$9.88K 0.01% 256
2020
Q4 		$117K Buy
2,781
+30
+1% +$1.19K 0.01% 241
2020
Q3 		$101K Sell
2,751
-155
-5% -$5.66K 0.01% 235
2020
Q2 		$97K Sell
2,906
-614
-17% -$19.2K 0.01% 235
2020
Q1 		$100K Sell
3,520
-662
-16% -$22.8K 0.01% 218
2019
Q4 		$157K Buy
4,182
+101
+2% +$3.64K 0.02% 208
2019
Q3 		$140K Sell
4,081
-1,834
-31% -$63.6K 0.02% 217
2019
Q2 		$212K Buy
5,915
+2,574
+77% +$91.2K 0.03% 173
2019
Q1 		$119K Sell
3,341
-116
-3% -$4.04K 0.02% 220
2018
Q4 		$112K Buy
3,457
+201
+6% +$6.63K 0.02% 222
2018
Q3 		$113K Buy
3,256
+40
+1% +$1.41K 0.02% 229
2018
Q2 		$114K Sell
3,216
-4
-0.1% -$151 0.02% 205
2018
Q1 		$127K Buy
3,220
+546
+20% +$21.9K 0.02% 194
2017
Q4 		$102K Buy
+2,674
New +$99.5K 0.01% 230

Other funds holding SPEM

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Reilly Financial Advisors's SPEM Position: Q4 2021 in Review

Reilly Financial Advisors reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 6.4% in Q4 2021, selling an estimated $7.14K and leaving 2,458 shares worth $102K. The position accounts for 0.01% of the portfolio, ranked #286.

Reilly Financial Advisors first reported a position in SPEM in Q4 2017 and has held it in 17 quarters since. The position peaked at $212K in Q2 2019. 580 funds tracked by Wall St. Rank hold SPEM as of Q4 2021.

  • Reilly Financial Advisors held 2,458 shares of State Street SPDR Portfolio Emerging Markets ETF worth $102K as of Q4 2021.
  • Reilly Financial Advisors sold 167 State Street SPDR Portfolio Emerging Markets ETF shares in Q4 2021, an estimated $7.14K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #286 holding.
  • Reilly Financial Advisors first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2017 and has held it in 17 quarters since.
  • Reilly Financial Advisors's State Street SPDR Portfolio Emerging Markets ETF position peaked at $212K in Q2 2019.
  • 580 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.